Tag: Global

Weekly Market Update 14 June 2019

Weekly Market Update 14 June 2019 Investment markets and key developments over the past week Share markets, rose over the past week with the combination of expectations for rate cuts/policy stimulus and the tariffs being avoided on Mexico offsetting ongoing uncertainty about the US/China trade war and geopolitical tensions in the Middle East and Hong Kong. Australian shares made it to an 11 year high led by resources stocks and defensive sectors like healthcare, telcos and …

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Weekly Market Update 7 June 2019

Weekly Market Update 7 June 2019   Investment markets and key developments over the past week Share markets, except for China’s, rose over the last week on increasing prospects for Fed rate cuts in response to the negative impact of trade wars.The Australian share market also saw a modest boost from the RBA cutting rates. The prospect of more rate cuts and easier monetary policy left bond yields flat to down. Commodity prices were mixed with …

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Weekly Market Update 31 May 2019

Weekly Market Update 31 May 2019 Investment markets and key developments over the past week Global share markets fell again over the last week on the back of worries about global growth in the face of the escalating US/China trade war, made worse by Trump’s decision to put a 5% tariff on imports from Mexico rising to 25% by October unless it stops illegal immigration. Australian shares were dragged lower too as post-election euphoria wore off …

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Weekly Market Update 24 May 2019

Weekly Market Update 24 May 2019 Investment markets and key developments over the past week Global share markets fell over past week amid escalating noise around the US/China trade war and increasing signs that it may be impacting business conditions. However, Australia’s “miracle” election set off a surge in the Australian share market with investors pricing out the risk of a Labor Government which resulted in a surge in bank, retail and property shares more than …

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Weekly Market Update 17 May 2019

Weekly Market Update 17 May 2019 Investment markets and key developments over the past week Share markets fell earlier in the past week as the trade war continued to escalate, before rebounding helped by better economic and earnings news and hopes of a trade deal. This left share markets mixed with US and Chinese shares down slightly, but Eurozone, Japanese and Australian shares up. Australian shares saw strong gains in resources stocks helped by rising iron …

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Weekly Market Update 5 October 2018

Weekly Market Update 5 October 2018 Investment markets and key developments over the past week Share markets fell over the last week, largely in response to a renewed rise in bond yields. Commodity prices rose, although this was mainly due to higher oil prices. Strong US economic data and some rise in expectations for Fed tightening saw the $US rise and this saw the $A fall below $US0.71. Bond yields have resumed their rising trend, with …

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Six forces driving Australian equity portfolio returns

Six forces driving Australian equity portfolio returns We are now in the late stage of the business cycle when a range of risks and opportunities are being thrown up at Australian equity investors. These reflect changes in fast-moving global markets, domestic policy choices and the evolving priorities of local businesses. These changes will create exciting opportunities for some Australian companies but throw up challenges for others. 1. The global economy is becoming more volatile The …

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Weekly Market Update 28 September 2018

Weekly Market Update 28 September 2018 Investment markets and key developments over the past week While US shares fell slightly over the last week most major share market saw gains.Bond yields fell a bit in the US and Australia but rose elsewhere. Oil prices rose after OPEC left output unchanged, but metal and iron prices fell. The $US rose, particularly as the Euro fell on renewed Italian budget worries, and this saw the $A slip …

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Seven lessons from the Global Financial Crisis for investors

Seven lessons from the Global Financial Crisis for investors Key points The key lessons for investors from the Global Financial Crisis (GFC) are that: there is always a cycle; while each cycle is different, markets are pushed to extremes of valuation and sentiment; high returns come with higher risk; be sceptical of financial engineering or hard-to-understand products; avoid too much gearing or gearing of the wrong sort; the importance of proper diversification; and the importance …

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Weekly Market Update 7 September 2018

Weekly Market Update 7 September 2018 Investment markets and key developments over the past week The past week saw share markets fall on the back of worries around emerging markets, trade wars and the potential regulation of US social media stocks. After being resilient to global threats over the last few months Australian shares also got hit and fell 3.1% to their lowest since June. Bond yields were generally little changed although they fell in Italy. …

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